Summary
Dimensional U.S. Equity ETF $DFUS is Crown Wealth Group LLC’s Largest Position
Crown Wealth Group LLC raised its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) by 1.8% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 636,576 shares of the company's stock after buying an additional 11,346 shares during the
Financial Plan Inc. Takes Position in Dimensional U.S. Equity ETF $DFUS
Financial Plan Inc. purchased a new stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 15,393 shares of the company's stock, valued at approximately $1,142,000. A number of other large investors have also made changes
DFUS: An Efficient Way To Follow The Broader Market
DFUS offers broad diversification beyond the S&P 500, with significant mega-cap exposure and unique tax advantages for taxable accounts. The fund boasts a strong track record of outperformance versus its benchmark and peers, supported by low management fees of just 0.09%. DFUS's risk lies in current high US equity valuations and its active management, but its long-term outlook remains attractive.
Dimensional U.S. Equity Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 1.59M | $130.43M | $134.58M | $4.15M | 3.19% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 3,830 | $219,143.54 | $323,749.9 | $104,606.36 | 47.73% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 8,600 | $576,372 | $726,958 | $150,586 | 26.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 136,546 | $9.33M | $11.51M | $2.18M | 23.35% |
| SFM Stephen F. Molyneaux HANOVER ADVISORS Inc. | 12,423 | $691,904.75 | $1.05M | $355,354.15 | 51.36% |
Dimensional U.S. Equity Market ETF (DFUS) FAQ
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Dimensional U.S. Equity Market ETF Profile
| ARCA Exchange | US Country |
Overview
The provided company description outlines an investment fund's approach to managing its portfolio of assets. This fund adheres to a policy where, under normal circumstances, at least 80% of its net assets are invested in securities of U.S. companies. This indicates a strong focus on the domestic market, reflecting a strategy that leans towards investing in the stability and growth potential of U.S. enterprises. Furthermore, the fund's utilization of futures contracts and options on these contracts for U.S. equity securities and indices illustrates a sophisticated approach to managing its market exposure. This strategy allows the fund to adjust its equity market exposure in response to anticipated or actual cash flows, highlighting a proactive stance in optimizing its investment portfolio.
Products and Services
- Securities Investment
The fund primarily invests in securities of U.S. companies, constituting the core of its investment strategy. This approach targets the growth potential inherent in the U.S. corporate sector, aiming to benefit from the overall vitality and dynamics of the American economy.
- Futures Contracts
To manage market exposure more effectively, the fund engages in the purchase and sale of futures contracts. These contracts are agreements to buy or sell a particular asset or security at a predetermined price at a specified time in the future, offering a mechanism to hedge against market volatility.
- Options on Futures Contracts
Alongside futures contracts, the fund utilizes options on futures contracts. Options provide the holder the right, but not the obligation, to buy or sell a futures contract at a set price before the option expires. This sophisticated financial instrument allows the fund to potentially increase or decrease its exposure to the equity market with more flexibility, adapting rapidly to incoming or outgoing cash flows within the Portfolio.
